There are two ways to directly refer a client to a program: from the client record Assessments tab and from the client record Referrals tab. Direct referrals made from the Referrals tab allow users to refer clients to specific programs, regardless of program availability or if the client meets eligibility criteria.
To create a referral from the Referrals tab, navigate to the client record, and click the Referrals tab. You'll see two options for referral methods: By Agency or By Program Category (figure 1).
Refer By Agency
Select By Agency if you want to refer the client to a specific program. Selecting the agency from the dropdown menu will generate a list of programs (regardless of eligibility) within that agency (figure 2).
|Note: In order for a program to display, either in the By Agency or By Program Category view, Public Listing must be properly configured as either “Public” or “Agency” in Agency Management. If an agency has no programs with Public Listing configured to be shared with the agency or publicly, it will not populate the drop-down menu.|
You can narrow the search by Program Availability. Program availability is managed in the Referrals tab and is an alternate way for program managers to indicate availability rather than bed count, as reflected in the Attendance Module.
Refer By Program Category
Select By Program Category if you want to refer the client to a type of program (e.g. permanent housing, emergency shelter, etc.). Selecting a program category from the dropdown menu will generate a list of all programs across agencies that match the program type and program availability (figure 3).
|Note: the programs that populate by program type are based on the field Program Type in agency management.|
Regardless of whether you select By Agency or By Category, the remaining steps of generating a referral will be the same.
Program Referral Details
Once you select one of the View options and search, select the expand icon for the program you would like to refer the client to (figure 4).
This will display program details including available openings based on the Attendance Module (figure 5).
Clicking Doc Requirements will display in a separate window any documentation requirements configured in Agency Management for the program (if applicable).
Click Make Referral.
After clicking Make Referral, you can review the details of the referral (referred program, referred to agency, and referring agency) and make additional configurations before sending the referral, including making a reservation (figure 6). Information about these and other referral configuration options can be found in Editing Referrals.
|Note: the referral will not be sent until you click Send Referral.|
Once you click Send Referral, the referral will be saved in the client record. Notification to the referred to agency will depend on the system Referral Settings. You’ll be directed to Referral: Edit where you’ll have additional referral configuration options.